THE 360 NEWSLETTER
You’re online, active and promoting your practice – great! But how do you attract the RIGHT client audience? Read this article for a few helpful tips on how to find and engage with the right online social network.
Also in this issue
- System Maintenance Cancelled – Univeris, Investia Client Portal and Mobile App
- Letter of Indemnity Requests
- New Investia Backgrounds for Your Virtual Meetings
- New Version of Investia Learning
- Continuous Education Activity Reporting – Delay
- Invalid or Missing Client Email Addresses – Quarterly Communications
- Monthly Market Snapshot – March 2022